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Wipfli Financial Advisors’s IES Holdings IESC Stock Holding History

Wipfli Financial Advisors’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$8K Buy
+285
New +$8.8K ﹤0.01% 1920

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's IESC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in IES Holdings (IESC) in Q3 2022: 285 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1920 among its holdings.

79 funds tracked by Wall St. Rank hold IESC as of Q3 2022.

  • Wipfli Financial Advisors held 285 shares of IES Holdings worth $8K as of Q3 2022.
  • IES Holdings was a new Wipfli Financial Advisors position in Q3 2022.
  • IES Holdings made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1920 holding.
  • 79 funds tracked by Wall St. Rank held IES Holdings as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.